Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable based upon certain criteria.
Fee Estimator
RSWA's fees are based on assets under management. The firm may also provide investment management services for an annual fixed fee that ranges between $5,000 and $50,000. Financial planning and consulting services are typically included in the investment management fee. However, if extraordinary planning or consulting services are required, a fixed fee ranging from $5,000 to $50,000 may be charged. Clients also incur additional fees from third parties like broker-dealers and custodians.
Areas of Practice
Advisor Information
Office location
One Harbor Place, Suite 12, Portsmouth, NH, 03801
Get directionsContact
David Michael SmithRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Robinson Smith Wealth Advisors, LLC
Previous Registrations
Blackrock Financial Management, INC
Blackrock Capital Management, INC.
State Registrations2 states
Exams
Additional Information
I am a Senior Financial Advisor and my firm’s Chief Investment Officer. I have more than 30 years’ experience in the financial services industry and hold the Certified Investment Management Analyst™ and Certified Financial Planner™ designations; I am a Managing Member of the firm.